May 2011

This roadmap is intended for use as a guideline and for information purposes only, and represents Sage’s current view of

its product direction.

The information is subject to change at any time without notice.

As Sage develops products using an Agile development methodology, any one of the milestones, features, release periods

or versions could change. None of the information should be interpreted as a commitment on the part of Sage.

A global publicly traded company

Over 13,000 employees

Over 6 million customers

Over 25 years of experience

Sage is #1 Worldwide*

Source: *IDC #220937, Worldwide ERP 2008 Vendor Analysis, published December 2009. Based on ERP revenue small business; <1000 employees

Microsoft10%

Sage15%

Oracle10%

Others51%

SAP10%

Intuit6%

Sage Overview

Market Finances Customers

Global company with over 13,400 employees

Revenue of $2.24B for FY2010

Provide advice to customers through 1.7

million support contracts

6.3 million customers worldwide

Market capitalization of approximately $4.3

billion

Manage around 40,000 customer calls each

day

One of the market leaders

in the UK, North America, Europe, South

Africa and Asia

Made over 40 acquisitions since 1991

Work with over 27,000 reseller partners and

over 40,000 accountantsworldwide

Sage global strategic product

Fully integrated business management solution

Superior architecture that grows with your business

Global reach, local touch

Collaborative ecosystem

Deployment options for on-premise or on-demand (cloud)

Sage ERP Accpac Serving over 45,000

customers

Sage ERP Accpac Product Roadmap

• Web Client for Financial and Operational modules

• Improved usability• Mobile support• Expanded virtual platforms

SageCRM v7.1Q3 2011• eMarketing• iPhone App• Twitter integration• Total campaign management• MS Exchange integration• Interactive dashboard

Sage Sales TaxQ3 2011

Sage ERP Accpac Online Q2 2011• Intelligence available• Disaster Recovery expanded

Version 6.22012

Version 6.0Q4 2010• Portal • Snapshots• Inquiry• SageCRM workflow• Fiscal period locking

Version 6.1Q4 2011

2011 2012Intelligence DesignerQ2 2011• Report Design Wizard• What-if Scenario Analysis

Payment ProcessingQ2 2011• Credit Card Processing• Integrated to AR and OE

Product UpdateQ2 2011• Bank Rec individual receipt

MS SQL ServerQ2 2011• Competitive Upgrade pricing

• Approval workflows• Payroll web• User Management• Customizer• Sage Advisor

Sage ERP Technology Stack

Providing to customers

Workflow enhancements

Usability enhancements Self service

Integrated end-to-end solutions

Connected services

Deployment options

Embedded business

intelligenceUbiquitous

access

Enables the creation of

Mobile Apps Web Apps Web Screens Application Integrations Mash-ups Snapshots

Extending ERP with Sage Web Technology

SData web services

Sage Web Toolkit Auto-Update Customizer Sage Advisor Sage Portal Sage

ExchangeWeb

provisioning infrastructure

Sage ERP Accpac Version 6.0

Now Available!

Increase Productivity– Role based, personalized Portal

– Task oriented navigation

– Manage fiscal periods by module

Envision Success– Enhance visibility into metrics with Snapshots

– Quick information lists through ad-hoc Inquiry

Accelerate Growth– Enhanced quote-to-order workflow for SageCRM users

– Improved usability

Now Available: Sage ERP Accpac 6.0See Your

Business in a New Way

The new Sage ERP

Portal

Learn more about Version 6.0 atwww.sageerpaccpac6.com

Free anytime learning coursewww.sageu.com/accpac

5 minute overview videowww.youtube.com/watch?v=HYUErIxYiPg

The Sage ERP Learning Channelwww.youtube.com/user/SageUERPLearning

Interactive Documentationwww.youtube.com/user/SageAccpacDoc

Bank Services – Improve Productivity– Faster deposit reconciling, as you can now clear individual receipts within a deposit– On both the Deposit Register and the Reconciliation Status report, you can now filter

deposits with a status of Reconcile by Deposit Detail

Version 6.0 - Product Update 1

Feedback fromwww.sageaccpac.com/feedback

Accounts Receivable– You can now see and edit the Deposit Date on

the Receipt Entry form

Order Entry– Get the ability to return serialized and lot items

to a location other than the location from which the items were shipped

Project and Job Costing– Create a new invoice batch in Accounts

Receivable when you post a billing worksheet, even if there is an unposted job-related batch in Accounts Receivable

Version 6.0 - Product Update 1

Powered by Experian offers Sage’s business customers:

– Easy to read business credit reports on their company, or on their customers

– Business credit monitoring and alerts

Access business credit reports at– http://www.smartbusinessreports.com/?link=1241

Sage SmartBusinessReports A Sage Connected

Service

Free modulewith

Version 6.0Get one FREE credit report athttp://promo.smartbusinessreports.com/sage

Date

Microsoft SQL Server

Competitive Upgrade Pricing

Microsoft SQL Server available from Sage

– Offers same functionality and performance as Microsoft SQL Server 2008 R2 Standard edition

– Can be used with Sage products and integrated solutions

– No restrictions on users or database size

Licensing– Client Access License (CAL) per user - $175

– CAL Competitive Upgrade per user - $75 – NEW

Available for upgrades from Pervasive to MS SQL Server

Available for upgrades from Quickbooks, Simply, Peachtree and other competitive products using non-Microsoft databases

– Per Processor License for unlimited usage - $5,000

Microsoft SQL Server Runtime Edition

Sage ERP Accpac Intelligence

Now Available!

Complex reporting made easy– Business Intelligence in a familiar Microsoft Excel

interface

– Easily customizable “out of the box” financial, sales, purchasing, and inventory report templates and dashboards

Transform your data into information– Powerful multi-dimensional analysis

– Perform what-if scenarios that go beyond just transactional data

Consolidate data from multiple companies and multiple sources

Sage ERP Accpac Intelligence

FreeReport Manager

included with Sage ERP Accpac

Your data pulled directly

into Excel

Simplified “drag and drop” custom report creation

Wizard to quickly create new customized layouts with multilevel groupings

Column and page level groupings by any field

Instant “what-if” scenario analysis

Sage ERP Accpac Intelligence Designer

Available Now!

Learn more at http://www.sageaccpac.com/lp/sai/solutions

Free anytime learning coursewww.sageu.com/accpac

The Sage ERP Learning Channelwww.youtube.com/user/SageUERPLearning

Date

Sage ERP Accpac Payment Processing

Available May 2011

Eliminates manual data entry and reduces the risk of errors

Uses the power of Sage Exchange to drive payment transactions into Sage ERP Accpac

Reduces fraud exposure and PCI compliance costs

Improves cash flow management and forecasting

Provides a consolidated view of payment activity

Sage ERP Accpac Payment Processing

Take credit cards as payments on open invoices or as deposits on sales orders

Swipe credit cards when the credit card is present

Refund credit card transactions back to original credit card

Perform reconciliation of credit card transactions between the processor and the company

Store multiple cards per company and identify the default card to use

Powerful Payment Functionality

Free modulewith

Version 6.0

Workflow Example – AR Receipt Payment

Add a Receipt, then simply enter

Payment information and select “Charge”

Process Credit Card – Sale Form

Select “Process Payment” to call Sage Exchange

Select Card ID or Enter Card for One-Time Use

Process Credit Card – SaleSage Exchange

processes payment details

Process Credit Card – Sale Completed

Authorization Code and Transaction

Information stored securely in Sage

ERP Accpac

Engage a Sage Connected Services Specialist

– Call 1-877-541-1681 ext. 340123, or

– Email your contact information to AccpacConnectedServices@sage.com

Call your Sage Business Partner to order the Module

– Free module for customers on a Sage business care plan

– Available for Version 6.0 now, for Version 5.6 in July 2011

– Requires Product Update 1 for Version 6.0 or Product Update 3 for Version 5.6

Get Your Sage Merchant Account Now!

Free Payment Processing

module

Learn more at http://www.sageaccpac.com/paymentprocessing

PCI Compliance Informationhttp://www.sageaccpacinfo.com/PCI/

Free anytime learning coursewww.sageu.com/accpac

Sage Exchange - Integrated Payment Solutionshttp://www.sagepayments.com/Sage-Services/Sage-Exchange.aspx

The Sage ERP Learning Channelwww.youtube.com/user/SageUERPLearning

Sage ERP Accpac Online

Cloud Deployment Option

Cloud deployment hosted by Sage

Deployment option for customers withShort implementation timeframe

Limited IT staff or budget

Seamless migration to on-premise when your business grows

Sage ERP Accpac Online

Web-access to full-featured ERP

Access anytime,

anywhere

No upfront software costs

No IT department

required

Low per-user monthlypricing

Learn more atwww.sageaccpaconline.com

Sage Accpac Intelligence now available

Enhanced fully automated Disaster Recovery PlanRecovery Time: < 6 hours

Near real-time data replication

Fully redundant environment

Sage ERP Accpac Online – What’s New

99.874% recorded uptime for 2010

Hosting facilities operated by QTS Atlanta Metro Data Center2nd Largest Data Center in the world

990,000 square feet in total enclosed space

On-site Georgia Power substation and direct fiber access

SAS-70 Type II compliant

Hosting Infrastructure

Learn more athttp://www.qualitytech.com/facilities/atlanta-ga.jsp

Date

Sales Tax for Sage

A New Connected Service

Makes paying sales tax simple for any business. Automatically performs address validation, sales tax jurisdiction research, and rate calculation

– Seamlessly integrated with Sage ERP Accpac

– Covers all sales tax jurisdictions in US and Canada

Protect yourself from the risk of an auditEliminate the need to research and maintain sales tax codes or schedulesSet best practices in sales tax complianceGet back to focusing on revenue-generating activities!

Sage Sales Tax, powered by AvaTax

A Sage Connected

Service

Auto-Address– Decrease data entry time and reduce shipping rates with the

best source of address data in the country

Auto-Jurisdiction– Auto-Jurisdiction returns correct jurisdiction and sales tax rate

for each transaction

Statutory Requirements– Reduce audit risk and ensure that you are charging the correct

amounts, 13,000+ jurisdictions and counting

Reporting– Access all data securely online with ease

– Consolidate data on multiple companies

Returns– Automate the entire returns process and collect sales tax

information from various internal and external sources

Sage Sales Tax for Sage ERP Accpac

A Sage Connected

Service

Learn more athttp://www.avalara.com/Sage

Overview videohttp://www.avalara.com/Media/Flash/ACCPAC/WalkThroughACCPAC.swf

SageCRM Version 7.1

Integrated with Sage ERP Accpac 6.0 in Q3 2011

SageCRM 7.1 – What’s New

Sage E-Marketingfor SageCRM

SageCRMCommunications

Management

Total Campaign Management

Interactive Dashboard

SageCRM foriPhone

andTwitter

SageCRM 7.1

Fully integrated E-marketing module to create custom, personalized e-mail marketing campaigns

– Over 90 attention-grabbing templates out-of-the-box

– Simple 3-step wizard for rapid execution

– Custom landing pages for easy execution of cohesive, integrated marketing campaigns

A Sage Connected Service– Low monthly subscription fee

Sage eMarketing for SageCRM A Sage Connected

Service

Analyze results without ever leaving SageCRM

– Track and monitor recipient interaction such as sent, bounced, opened and click data

– View, filter, report and export the results

– Create new groups within SageCRM from the results

Sage eMarketing for SageCRM A Sage Connected

Service

Drip Marketing: Let SageCRM do the work!– Easy-to-create automated E-marketing Campaigns

– Schedule a series of E-marketing activities based on the recipient interaction

– Automatically create outbound call-lists based on recipients who are interested in your campaign

Sage eMarketing for SageCRM A Sage Connected

Service

Point-and-click integration with MS Exchange for seamless calendar and communications management regardless of device or location

– MS Exchange integration with easy point-and-click deployment

– Server to Server Sync

Unify all customer interactions and communication history

SageCRM Communications Management

Office worker

AppointmentsTasks ContactsCalendar

Remote worker Internet café user Mobile user

Completely point-and-click based configuration

Select specific mailboxes to synchronize

Seamlessly store external attendees in customer meetings against relevant CRM contact

File multiple e-mails against multiple targets

SageCRM Microsoft Exchange Server Integration

Multi-channel campaign management

Campaign cloning

Out-of-the-box graphical marketing campaign workflow

Budget over-run alerts

In-call data modification

SageCRM Total Campaign Management

SageCRM for iPhone

View and update Twitter

View and post to a company’s and/or person’s Twitter feed

Search for tweets about any company/person

Save tweets against a company or person in SageCRM

SageCRM for Twitter

Manage key accounts and working day from a single screen

Delivers key business metrics for easy analysis

Role-based dashboards out-of-the-box for Sales, Marketing, Customer Service and Management

Flexible gadgets for maximum personalization

SageCRM Interactive Dashboard

Named and concurrent licensing available for SageCRM users

Sage ERP Accpac user license (Lanpak) requirement eliminated for SageCRM Order Entry as of Version 6.0

SageCRM Licensing Options

Learn more at www.sageaccpac.com/sagecrm

SageCRM Communityhttps://community.sagecrm.com/

Sage ERP Accpac Version 6.1

Coming Q4 2011

Sage ERP Accpac 6.1 – What’s New

Improved usability of data

entry screens

Web Deployment

Virtualization

TechnologyMobile Access

Sage ERP Accpac

6.1

Improved usability of data entry workflow– User Experience modernization

– Consistent interactions and behavior across screens and across modules

– Workflow enhancements

Personalization of screen layout

Intuitive and logical grouping of controls

Visually distinguished required fields

Optional fields integrated into main screen

Auto-suggest in Finders

Print multiples of the same report with different configurations

Sage ERP Accpac 6.1 – Usability

Better usability

Happier employees

Higher productivity

Improved usability of data entry screens– Modernized web screens for core modules

Financial: SM/GL/AR/AP/Bank/Tax

Operational: OE/IC/PO

Improved Learnability and Training– Contextual help

– Interactive “how-to” videos

– Descriptive labeling

– Web-based help with access to PDF guides

Sage ERP Accpac v6.1 – Usability

Better usability

Happier employees

Higher productivity

V6.1 – Modernized User Experience

Classic New User Experience

V6.1 – Modernized User Experience

Classic New User Experience

Each screen integrated into

the Sage Portal as Tabs

Floating pop-up windows

Version 6.1 – Modernized User Experience

Classic New User Experience

Disclosure panels on single screen that can be opened/closed to

show additional information

Multiple static tabs to access

information

Version 6.1 – Modernized User Experience

Classic New User Experience

Classic Windows controls

New Web controls

Version 6.1 - Consistent Experience

Classic New User Experience

Different selection methods

Standardized selections

Version 6.1 - Consistent Experience

Classic New User Experience

Different selection methods

Standardized selections

Version 6.1 - Consistent Experience

Classic New User Experience

Different selection methods

Standardized selections

Version 6.1 – Workflow Enhancements

Classic New User Experience

Individual user preferences retained for each screen, for each

user, and between sessions

Static screens for each user

Version 6.1 – Workflow Enhancements

Classic New User Experience

Required fields visually identified

No identification of required fields

Version 6.1 – Workflow Enhancements

Classic New User Experience

Intuitive grouping and descriptive

labels

Disjointed grouping

Version 6.1 – Workflow Enhancements

Classic New User Experience

Grouping of similar controls (filters, options)

Inconsistent and different

controls

Version 6.1 – Workflow Enhancements

Classic New User Experience

Create multiple versions of a report

with different options/ configurations

Create a single report with

options one at a time

Version 6.1 – Learnability Enhancements

Classic New User Experience

New video-based help with interactive

“how to” videos

Text-only help

Version 6.1 – Learnability Enhancements

Classic New User Experience

1-click to contextual,

field-level help

No direct link to field-level help –

minimum of 3 clicks away

Version 6.1 – Learnability Enhancements

Classic New User Experience

Confusing labels and groupings

Descriptive labels and intuitive

grouping

Mobile-enabled web architecture built on industry standard technologies

– Sage Web Toolkit (SWT) built using technology from Google

– SData provides XML-based RESTful web services interface using HTTP for communications

– Browser-neutral and zero-client footprint based on HTML5/CSS3/Javascript

Native support for iOS and Android devices and newer Blackberries

Native support for Windows Phone with embedded IE 9

Version 6.1 – Web Deployment Mobile Access

Internet Explorer Mozilla FirefoxApple SafariGoogle Chrome

Version 6.1 – Mobility

Smart phones Laptops Desktops Tablets

Collaborate using any device running an HTML5 browser

Sage ERP Accpac 6.1 Web Server

enables mobility through SData Web Services

Sage ERP Accpac Version 6.1 on iPhone

Virtual platforms supported– VMWare ESX

– Microsoft Hyper-V – NEW

– Microsoft Windows Terminal Services

– Citrix Terminal Services

– Citrix XenApp Server

Pervasive 11 support - NEW

Version 6.1 – Virtualization and Platforms

Learn more about Version 6.1 athttp://smist08.wordpress.com/

More information about SDatahttp://sdata.sage.com/

Sage Web Toolkit resources for Development Partners http://dppwiki.accpac.com/wiki

Sage ERP Accpac Version 6.2 - Themes

Approval Workflows

Payroll Web

Customizer

Sage Advisor

User Management

Sage ERP Accpac 6.2

Sage ERP Accpac Communityhttp://community.sageaccpac.com/

Get Your Voice Heard - Enhancement Requests www.sageaccpac.com/Feedback

Sage Business Care Customer Support Programshttp://www.sageaccpac.com/Support-and-Training/Business-Care-Plans

Additional Resources